Shepherd Financial Partners LLC Spdr S&P Kensho New Economies Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding KOMP
# of Institutions
147Shares Held
39.2MCall Options Held
100Put Options Held
400-
Financial Engines Advisors L.L.C. Santa Clara, CA33.5MShares$1.6 Billion3.59% of portfolio
-
Betterment LLC New York, NY1.83MShares$87.5 Million0.22% of portfolio
-
Morgan Stanley New York, NY533KShares$25.5 Million0.0% of portfolio
-
Strategic Advocates LLC Logan, UT515KShares$24.7 Million8.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC192KShares$9.18 Million0.0% of portfolio